Novak & Powell Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Sell
3,036
-106
-3% -$14.1K 0.28% 78
2025
Q1
$405K Buy
3,142
+17
+0.5% +$2.19K 0.25% 88
2024
Q4
$399K Sell
3,125
-432
-12% -$55.1K 0.24% 88
2024
Q3
$456K Sell
3,557
-42
-1% -$5.39K 0.26% 87
2024
Q2
$427K Buy
3,599
+19
+0.5% +$2.25K 0.27% 83
2024
Q1
$433K Buy
3,580
+13
+0.4% +$1.57K 0.32% 75
2023
Q4
$398K Buy
+3,567
New +$398K 0.27% 85